This is a great articulation of the state of the game. We are seeing rolling bubbles that rise and fall based on shifts in memetic consensus and liquidity conditions. Policymakers encourage the game but don't ever let it get too hot. Thus the AI bubble may end up being more like https://t.co/iGhfPFJhYE
Original source ↗  |  November 26, 2025 at 14:01 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

Views 18,172
Retweets 6
Likes 160
Replies 27
Quotes 1
Bookmarks 64